Research suggests fund managers' biggest bets outperform. That’s even true for managers of poorly performing funds, although at the Investors Chronicle, we’re only interested in the best of the best.
Every week, we publish a list of the “best ideas” of top fund managers from one of seven sectors. This week it is the turn of Global ESG favourites.
Our fund managers’ best ideas tables constitute the top five holdings of a selection of top performing funds, or the three most overweight positions. The data is based on the funds’ most recent portfolio disclosures to Morningstar.
Top ESG Fund Managers' Favourite Global Shares
| FUND BEST IDEAS: GLOBAL SUSTAINABLE | |
| 28/08/2021 | No. Funds |
| Microsoft Corp | 9 |
| Alphabet Inc A | 5 |
| Thermo Fisher Scientific Inc | 4 (+1) |
| Apple Inc | 3 |
| Linde PLC | 3 |
| Taiwan Semiconductor Manufacturing Co Ltd | 3 |
| Adobe Inc | 2 |
| Applied Materials Inc | 2 |
| ASML Holding NV | 2 |
| AstraZeneca PLC | 2 (+1) |
| Autodesk Inc | 2 |
| Bank of America Corp | 2 |
| Danone SA | 2 |
| Eli Lilly and Co | 2 (NEW) |
| Illumina Inc | 2 (NEW) |
| IQVIA Holdings Inc | 2 |
| KDDI Corp | 2 |
| Mastercard Inc Class A | 2 (NEW) |
| Roche Holding AG | 2 |
| Taiwan Semiconductor Manufacturing Co Ltd ADR | 2 |
| Texas Instruments Inc | 2 |
| Visa Inc Class A | 2 |
| ABB Ltd | 1 |
| Agilent Technologies Inc | 1 |
| Alphabet Inc Class A | 1 (NEW) |
| Amazon.com Inc | 1 |
| American Tower Corp | 1 |
| American Water Works Co Inc | 1 |
| Amplifon SpA Az nom Post Frazionamento | 1 |
| Anthem Inc | 1 |
| Assa Abloy AB B | 1 |
| Automatic Data Processing Inc | 1 (NEW) |
| Booking Holdings Inc | 1 |
| Boston Scientific Corp | 1 |
| Chegg Inc | 1 |
| Clean Harbors Inc | 1 (NEW) |
| Compagnie de Saint-Gobain SA | 1 |
| Compagnie Financiere Richemont SA | 1 |
| Endava PLC ADR | 1 |
| Experian PLC | 1 |
| First Republic Bank | 1 |
| Flex Ltd | 1 (NEW) |
| Fresenius Medical Care AG & Co. KGaA | 1 |
| Generac Holdings Inc | 1 |
| HDFC Bank Ltd ADR | 1 |
| Keyence Corp | 1 |
| Koninklijke DSM NV | 1 |
| Kornit Digital Ltd | 1 |
| Laboratory Corp of America Holdings | 1 |
| Lam Research Corp | 1 |
| L'Oreal SA | 1 |
| MarketAxess Holdings Inc | 1 |
| MSCI Inc | 1 (NEW) |
| Nestle SA | 1 |
| Nike Inc Class B | 1 (NEW) |
| Novartis AG | 1 |
| Novo Nordisk A/S B | 1 |
| NVIDIA Corp | 1 (NEW) |
| PayPal Holdings Inc | 1 |
| PTC Inc | 1 |
| Roche Holding AG Dividend Right Cert. | 1 |
| Salesforce.com Inc | 1 |
| Schneider Electric SE | 1 |
| Shopify Inc A | 1 |
| SVB Financial Group | 1 |
| Synopsys Inc | 1 |
| Tesla Inc | 1 |
| Waste Management Inc | 1 |
| Waters Corp | 1 (NEW) |
| Xylem Inc | 1 |
source: Morningstar
*based on top 5 holdings
Learn from the best
Understanding the investment process of some of the world's top fund managers can help private investors when they're picking stocks and when they're choosing which funds to invest in. In the links below you can listen to our discussions with some of the UK's best and head to our podcast page to listen to all our fund manager interviews.
Nick Train hates selling companies so much that he can’t quite remember which stock he sold last. “Selling is an admission you’ve made a mistake,” he says in this interview with Leonora Walters.
Walter Price: "The Chinese are a force to be reckoned with in technology"
Walter Price, portfolio manager of hugely successful Allianz Technology Trust, is concerned about the valuations of US tech companies. In this podcast, he tells us his views on growth, regulation, and China.
Roddy Snell: “I’ve rarely been so bullish on Asia”
Tension between the US and China isn’t something that worries Roddy Snell, co-manager at Baillie Gifford’s China Fund, Emerging Markets Leading Companies Fund and Pacific Fund.
